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2 Portfolio Strategist Jobs

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3.0 - 8.0 years

20 - 35 Lacs

Mumbai

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Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-theart technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4,500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, the Middle East, and the rest of Asia-Pacific. Recognized by Great Place to Work in India, Chile, Romania, the US, and the UK in 2022, we offer a dynamic, growth-oriented, and meritocracy-based culture that prioritizes continuous learning and skill development, work-life balance, and equal opportunity for all. About Investment Research As a global leader in knowledge processes, research, and analytics, the selected candidate will be working with a team that specializes in global market research and works with top-rated IR organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks. We work alongside their product and sector teams and support them in deal origination, execution, valuation, and transaction advisory-related projects. What you will be doing at Evalueserve Assist in factor and style research to generate alpha in equity markets Analyze large datasets to identify trends, patterns, and insights using data science, machine learning, and quantitative techniques Demonstrate strong writing skills with the ability to convey complex information clearly Conduct research and analysis on companies, industries, and markets by integrating quantitative and fundamental methods Communicate analysis findings through clear visualizations and presentations Conduct top-down and bottom-up analysis on equity markets Manage client requests promptly and efficiently and ensure high-quality service and quick resolution of inquiries What were looking for Bachelors degree required, preferably in a quantitative discipline 3+ years of experience, ideally in sell-side strategy research Strong problem-solving and analytical skills, including proficiency in programming (Python), data analysis (statistics), and financial modelling Expertise in retrieving and analyzing information from FactSet and Bloomberg Ability to multitask, prioritize, and excel in a fast-paced, challenging environment Disclaimer: The above job description serves as an informative reference for the tasks you may be required to perform. However, it does not constitute an integral component of your employment agreement and is subject to periodic modifications to align with evolving circumstances. Please Note: We appreciate the accuracy and authenticity of the information you provide, as it plays a key role in your candidacy. As part of the Background Verification Process, we verify your employment, education, and personal details. Please ensure all information is factual and submitted on time. For any assistance, your TA SPOC is available to support you.

Posted 3 days ago

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7.0 - 12.0 years

22 - 37 Lacs

Bengaluru, Mumbai (All Areas)

Work from Office

Role & responsibilities Drive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices. Advise Wealth Managers on the latest investment products and asset-class views. Propose new product ideas to the Investment Committee. Optimize and automate investment processes, with due focus on regulatory compliance. Build and maintain strong client relationships through transparent updates and quarterly reviews. Assess and manage risks in alignment with client goals, ensuring confidentiality and governance. Collaborate across teams to foster a culture of strategic innovation. Maintain compliance, acquire necessary certifications/licenses, and uphold best practices. Preferred candidate profile 7 - 11years in portfolio & wealth management within a financial services or private banking environment. Proven track record of outperforming benchmark returns while managing client risk. Excellent communicator, adept at presenting to both internal stakeholders and high-net-worth clients. Strategic thinker with a proactive mindset, strong commercial acumen, and attention to detail. Deep understanding of investment productsequities, bonds, mutual funds, PMS, alternative instruments. Hands-on experience with process automation, regulatory compliance, and cross-functional projects. Relevant professional credentials (CFA/CFP/NISM) and State/CSE/NISM insurance licenses.

Posted 1 week ago

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